InterDigital Inc (IDCC)

[jai]

Jim,

It is clear that sales will be slow becatuse of the Nokia bottleneck. Forcing people to pay up on IPR is no easy task as we can saw what happened in the court room last December when Nokia petitioned the court to unseal the Ericsson documents.

Future projections is what moves stocks. IDCC needs to paint a picture for analysts and institutional investors where they can see foward revenue. I have many close freinds and relatives invested here. Since the crash I've been sending off as much data as I could to help make sure they still have faith in the investment. My very crude projections estimate a $50 a share value after Nokia/Samsung is settled (if IDCC wins).

But how can we project potential revenue from that point? Can we put a range of values on Motorola 3G sales? How about Samsung 3G or LG? NEC and SHARP clearly set the parameters for 3G sales. Why can't a very generalized picture be painted based on expected 3G sales which is not vendor specific. A broad range with vauge time tables may help clear up the potential of this stock.

I've read the Marsala reports and he has revenue declining in 2006. This could be part of the problem.

It is funny how Nokia has an earnings miss and we lose .75 cents a share. Does anyone know that Nokia is not paying? RIMM and SWIR are exploding. Does anyone know that they are paying?

Yes sales is very important but I've come to realize that the only people who really beleive IDCC's story is members of this board.